Protection for Less

Investment strategies that combine equity market exposure with positive net cash flow may benefit from a new, higher rate environment.

September 19, 2023 Financial Professional content – requires login
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Equity Strategy Chooses Companies Investing for the Future

Portfolio manager Jens Peers discusses opportunities and positioning in Mirova’s global equity portfolios.

September 15, 2023 Jens Peers
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Bullwhips and the Extrapolation Effect

Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.

September 15, 2023
What’s Next for Europe’s Natural Gas Dilemma and Economy?

Europe’s avoidance of an energy crisis in 2022, natural gas supply/demand, attractive valuations, and the investment opportunity in the region are analyzed.

September 14, 2023 Matthias Nikaj
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Macro Insights: About That Recession…

Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.

September 12, 2023 Brian Hess - Jack Janasiewicz - Garrett Melson
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Value Investing Insight with Oakmark Fund Portfolio Managers

Oakmark’s distinct approach to value investing and how it ignores short-term noise to deliver long-term results is explained.

September 11, 2023 Michael A. Nicolas - William C. Nygren
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Value Investing in an Evolving World

Wide price differentials in US equity markets today and lack of diversification in index funds favor value investors like Oakmark, explains Bill Nygren.

August 28, 2023 William C. Nygren
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Portfolio Construction: Growth & Cyclical Stocks

Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.

August 25, 2023 Mark J. Cintolo - Sean Kaukas
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Recession Outlook: Going, Going, Gone

Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.

August 18, 2023 Jack Janasiewicz
A Concentrated Portfolio May Mean Enhanced Returns

High conviction, deep analysis, and concentrated portfolio construction could mean better returns with actively managed ETFs.

August 17, 2023 Nicholas J. Elward
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Tax Management Update – Midyear 2023

Despite strong equity market returns, actively managed equity and direct index strategies were still able to find tax loss harvesting opportunities.

August 15, 2023 Curt Overway
New Environment Supports Strong First Half

Analysis shows how higher interest rates and equity market volatility have benefited Gateway’s options-based strategies in 2023.

August 15, 2023 Financial Professional content – requires login
Moderate Model Portfolio Trends Analysis – Midyear 2023

The best performing investment portfolios in the first half of 2023 had the highest exposure to growth stocks and longer-duration bonds.

August 11, 2023 David T. Reilly Financial Professional content – requires login
Time to Cash into Stocks?

If you’re keeping your investment money in cash, you’re likely missing out. See three reasons why it may be time to get back into the stock market.

August 3, 2023
For the Times, They Have Changed

Even with a pause in the rate hikes and improving data releases, investors should not expect a return to the recent period of ultra-low rates.

August 3, 2023 Financial Professional content – requires login
Five Institutional Investment Trends – Midyear 2023

Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.

July 25, 2023 Mark J. Cintolo Financial Professional content – requires login
Mid-Cap Stocks – A Sweet Spot for Investors

Want companies with fast-growing earnings, agility, sales growth, and access to capital in your stock portfolio? Don’t forget mid-caps.

July 17, 2023 Nicholas J. Elward
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Market Catalysts: Made in the USA

Portfolio Manager Jack Janasiewicz discusses potential market tailwinds, FOMO, a US capital spending boom, and prospects for a strong second half.

July 17, 2023 Jack Janasiewicz
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Midyear Outlook: Eve of Disruption?

Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.

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Outlook & Opportunities: Global Equities

Diverse views on growth trends beyond AI, a recession, China, and where the value may be across global markets are offered by our equity managers.

June 20, 2023
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Bear Market Still in Hibernation

Portfolio Manager Jack Janasiewicz offers his take on inflation, the Fed, labor trends, liquidity fears and narrow market breadth.

June 15, 2023 Jack Janasiewicz
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Shifting Winds – and Fed Pause, Not Pivot

Portfolio Manager Jack Janasiewicz provides his take on the Fed’s May meeting, corporate earnings season, and some underappreciated economic tailwinds.

May 11, 2023 Jack Janasiewicz
Three Reasons to Stay Invested in Volatile Times

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

April 24, 2023
Harvesting Tax Losses – Even When Markets Rise

While broad stock market returns were positive for the first quarter, nearly half of index stocks declined, creating opportunities for tax loss harvesting.

April 18, 2023 Curt Overway
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Bank Failures and Narrative Whiplash

Portfolio Manager Jack Janasiewicz offers his thoughts on the banking crisis, the Fed’s response, and where the markets and economy may go from here.

April 12, 2023 Jack Janasiewicz
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Higher for How Much Longer?

Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.

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A Two-Part Framework to Explain Equity Performance

Analysis that combines inflation and growth cycle trends may provide a more nuanced way to understand stock market drivers.

March 15, 2023 Mark J. Cintolo - Sean Kaukas
5 Trends in Model Investment Portfolios – Year-End 2022

See which trends influenced financial advisors’ asset allocation decisions in their moderate model portfolios in the second half of 2022.

March 14, 2023 Gregory V. Kanarian Financial Professional content – requires login
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The Market Giveth, the Market Taketh

Portfolio Manager Jack Janasiewicz explains how surprisingly strong data prints disrupted the markets in February.

March 10, 2023 Jack Janasiewicz
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Goldilocks vs. the Bears

Portfolio Manager Jack Janasiewicz believes jobs data and the Federal Reserve’s most recent comments may be “just right” for an economic soft landing.

February 14, 2023 Jack Janasiewicz
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Observations on Five Institutional Investing Trends

Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.

February 6, 2023 Mark J. Cintolo Financial Professional content – requires login
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Sustainable Investing Trends for 2023 and Beyond

Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.

January 13, 2023 Jens Peers
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Financial Portfolios Adapt to Inflation, Rough Markets

Learn how advisors have adjusted their financial portfolio allocations in response to higher inflation and difficult market conditions.

January 10, 2023 James Kelly - Kevin McCullough
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Attractive Entry Point for International Equity Investing

Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 2023.

December 21, 2022 David G. Herro
When Comparing P/E Ratios, Index Composition Matters

Using index P/E ratios for historical comparisons may be inaccurate because index composition can change significantly over time.

December 14, 2022 James Kelly Financial Professional content – requires login
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What’s Ahead for Global Equities in 2023?

Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.

November 30, 2022 Chris D. Wallis
Is the Market Looking Past Lowered Earnings Estimates?

While they aren’t yet reflected in the broad Index, S&P 500® earnings expectations have been revised much lower since mid-year.

November 16, 2022 David T. Reilly
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From the Consultants’ Desk: Trends in the Private Equity Market

Even investors not involved with private equity can be affected by the interplay with the public equity side, particularly in the US growth space.

October 28, 2022 Mark J. Cintolo - Kevin McCullough
What’s in Your Index: Value vs. Growth

As company fundamentals and security valuations change, so do their factor profiles – and their membership and weights in growth and value indices.

September 27, 2022 Joseph Stein
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Tax Efficiency and Beyond: An Inside Look at Direct Indexing

Learn about the fully customizable, tax-managed index portfolios available from Natixis Investment Managers Solutions.

September 27, 2022 Kevin Maeda
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Are We There Yet? Pulse Check: Macro, Markets & Inflation

Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.

September 15, 2022 Jack Janasiewicz - Garrett Melson
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Why Active ETFs Matter During Volatile Times

NYSE’s ETF Leaders series profiles Vaughan Nelson’s Dan Hughes on how a truly active approach aims to help clients navigate today’s challenging markets.

September 15, 2022 Dan Hughes
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From the Consultants’ Desk: Investment Portfolio Construction Trends at Midyear

US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.

September 1, 2022 Mark J. Cintolo - Kevin McCullough
5 Midyear Trends in Model Investment Portfolios – Summer 2022

As correlations and inflation spiked in the first half of 2022, the best performing investment portfolios held inflation-protection assets, alternatives – and cash.

August 18, 2022 Mark J. Cintolo Financial Professional content – requires login
Institutional Investing Trends Observed at Midyear 2022

Amid the failed diversification of disappointing returns from both stocks and bonds, there are some bright spots in institutional investing trends.

July 22, 2022 Mark J. Cintolo Financial Professional content – requires login
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Bottoms Up: Finding Sustainable Growth in a Global Value Chain

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

June 28, 2022
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Using Option Strategies to Help Manage Portfolio Volatility

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

June 9, 2022
Pricing ETFs: How Premium/Discount Is Calculated

When considering ETFs, know how premium/discount is calculated – and look at other factors.

April 21, 2022 Nicholas J. Elward
Inflation Protection: An Equity-Centric View

Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.

April 12, 2022 Mark J. Cintolo - Sean Kaukas
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Equity Diversification for the Next Selloff

With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?

December 20, 2021 Mark J. Cintolo Financial Professional content – requires login
Direct Indexing: Understanding Potential Outcomes

While direct indexing offers tax planning and customization benefits, investors need to be comfortable with the potential for index tracking error.

November 17, 2021 Kevin Maeda
Using Factor Analysis to Build Better Portfolios

Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.

October 20, 2021 Mark J. Cintolo - Sean Kaukas Financial Professional content – requires login
5 Investment Trends in US Advisor Portfolios – Spring 2021

Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.

March 5, 2021 Mark J. Cintolo Financial Professional content – requires login
Five Institutional Investment Trends to Watch

Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.

March 3, 2021 Mark J. Cintolo Financial Professional content – requires login